JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.76B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$130M
3
+$46.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$26.2M
5
SO icon
Southern Company
SO
+$15.2M

Top Sells

1
+$50.3M
2
+$28.1M
3
+$25M
4
BAC icon
Bank of America
BAC
+$24.8M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$23.3M

Sector Composition

1 Technology 13.01%
2 Healthcare 10.91%
3 Financials 9.97%
4 Industrials 8.94%
5 Communication Services 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.12M 0.01%
20,448
+4,965
502
$1.12M 0.01%
23,943
+6,189
503
$1.11M 0.01%
27,701
-1,790
504
$1.11M 0.01%
57,353
+10,254
505
$1.1M 0.01%
26,394
-42,055
506
$1.09M 0.01%
39,843
+12,810
507
$1.09M 0.01%
41,396
-7,832
508
$1.08M 0.01%
44,424
-264
509
$1.08M 0.01%
46,794
-10,032
510
$1.07M 0.01%
28,214
-3,978
511
$1.07M 0.01%
12,850
-734
512
$1.06M 0.01%
12,909
-1,431
513
$1.06M 0.01%
3,645
-125
514
$1.05M 0.01%
17,703
+7,119
515
$1.05M 0.01%
57,444
+6,735
516
$1.03M 0.01%
6,900
-230
517
$1.03M 0.01%
5,951
+461
518
$1.02M 0.01%
11,002
+530
519
$1.02M 0.01%
11,590
+6,613
520
$1.02M 0.01%
29,488
+8,748
521
$1.01M 0.01%
29,121
-3,090
522
$1.01M 0.01%
33,951
-349
523
$1.01M 0.01%
52,770
+7,500
524
$1M 0.01%
19,139
-2,167
525
$994K 0.01%
41,467
-7,192
19 20
21
22 23